Larry Burton - Thrivent - Watseka (IL)

Rick Planos I have to admit, I have never before had a financial advisor I liked. That probably accounts for my lack of success in that arena as well. I’ve recently moved my assets to Brian Atkins at Significant Wealth Partners in Cary and Deerfield and cannot rave enough. Not only is Brian quick, thoughtful and efficient, he is also the smartest guy in finance I’ve ever worked with. The formulas and algorithms he uses are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best guy in town!

Justin Wiggins Jeff and Ben not only did a wonderful job on my business taxes, they saved my company money later down the road with their expertise in tax planning. They genuinely care about me and my company, and I recommend them to anyone.

Molly Blew He made it simple to save on our insurance. We gave him our info and current rates and he either matched or beat them all. He is such a great guy that Id pay higher rates just to deal with him, luckily he saved us hundreds and got us better coverage. Give him a call and let him see how much he can save you!

Roger E. Griffith Paul and his staff have been our financial advisors for years and have been outstanding. They provide the financial peace of mind that makes our life so less stressful and easier to enjoy. I know my assets are expertly managed and the returns have been great for us. Questions are always promptly answered with just just a call or a text. We couldnt be happier.

Bryan Garrett Mary is very nice and helpful

Jeannette Annis Excellent service - Paris branch

Virgil Gingerich I have been with Rich and his team for 20+ years. they are very professional and will go the extra mile to help! Pam is 1 of a kind and knows the business inside and out right along with Rich! Highly recommend this team for all your insurance needs.

Sandy Reuter I highly recommend Ryan Blume! He is very knowledgeable and helpful! Explains things very well.